Monday, 21 September 2015

Notifications to the Approver

Hi Everyone,

Are looking for a way, how to setup notifications in Acumatica?
If yes, please follow these steps:
  1. Create Automation Notification 
  2. In the Addresses tab, specify the “Document” in the Source field and selected the “Approver>Default Contact> Email” in the Email field. Assuming this is the field to be used for to notify the approvers of a document.
  3. Create an Expense Claim and activate the approval process by un-ticking the Hold checkbox. 
  4. Approver shown in the Approval Details.
  5.  
  6. Make sure the Approver’s email is updated in the Employees screen.
  7.  
  8. Notification is created. 
  9. Make sure that you have scheduler for sending notifications. And also check that you email account is specified correctly.

Have a nice Implementation!

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